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Our Bloodline planning could save your children £110,000 in inheritance tax*

Property owners like to keep that value in the family.  Through poor or no planning, properties are passed down to your children, who are liable to pay inheritance tax unless you and your parents plan correctly.

Our bloodline planning service ensures you don’t pay excess inheritance tax (IHT) – your bloodline investments remain completely in the family and not with the Government!

REQUEST A FREE BLOODLINE PLANNING ASSESSMENT

What Bloodline planning includes

Telling you how best to own things to protect them
What your inheritance tax could be and why you need to plan
Simple steps to pay less inheritance tax
How to use trusts to pay less tax and protect your Assets
How you can take advantage of ALL of your allowances to pay less tax
The use of gifting and investments to reduce tax further
Examples of how we’ve saved IHT for our clients

Contact us by phone or request a Zoom video call.

Or complete the form below and we’ll contact you. 

Bloodline planning assessment
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The review is completely free of charge and there is no commitment by submitting your details.

Save inheritance tax with bloodline planning

Our review and feedback is provided completely free of charge and you are under no obligation to Kept Assets, the report and comments are yours to keep and act on as you want.

*Example illustration of property values and Inheritance Tax.

      
Grandparents (4)
£425k
£425k
£425k
£425k
Parents inherit
£425k
£425k
Parents own house value in 20 years
£850k
£850k
Total
£1.275m
£1.275m
Parents will pay £110k IHT
Children inherit
£637.5k
£637.5k
£637.5k
£637.5k
Children's own house value in 30+ years
£1.7m
£1.7m
Total
£2.337.5m
£2.337.5m
Children will pay £934.8k IHT

Without bloodline planning, the children would end up paying £934,800 Inheritance Tax when they inherit their grandparents' and parents' properties.

*    Assumptions

  • The average house price in the South East is £424,891 – £425,000. (Right Move)
  • Assumption made that UK house prices will treble in 20 years time (Homeward Legal). We have been conservative and assume they will double to £850,000.
  • Assumption made that each family has 2 children each.
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